PS

Peter Svennilson Portfolio holdings

AUM $1.23B
1-Year Est. Return 301.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+301.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
+$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$156M
2 +$3.71M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$304M 36.26%
16,420,829
+253,922
2
$283M 33.81%
6,009,702
3
$187M 22.34%
+847,144
4
$35.8M 4.27%
3,540,850
5
$27.8M 3.32%
3,102,934